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Invesco S&P SmallCap Value with Momentum ETF

124 hedge funds and large institutions have $339M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 114124 (+10)

2.39% more ownership

Funds ownership: 56.63%59.01% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $328M → $339M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
42
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$300K +$263K +4,672 +813%
IFG
77
Independent Financial Group
California
$275K -$17K -302 -6%
CA
78
CoreCap Advisors
Michigan
$274K +$107K +1,893 +65%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$267K -$4.56K -81 -2%
PSF
80
Pacific Sun Financial
California
$262K +$258K +4,580 New
SFS
81
Sunrise Financial Services
Washington
$256K +$253K +4,485 New
EAM
82
Evanson Asset Management
California
$255K
WMG
83
WESCAP Management Group
California
$251K +$4.39K +78 +2%
TA
84
TruWealth Advisors
Louisiana
$239K
OIA
85
OneDigital Investment Advisors
Kansas
$235K -$15.4K -273 -6%
SFC
86
Swisher Financial Concepts
Ohio
$226K
PAS
87
Park Avenue Securities
New York
$214K
SSWM
88
Sheets Smith Wealth Management
North Carolina
$214K
MWP
89
Madison Wealth Partners
Wisconsin
$208K +$205K +3,644 New
HF
90
HRT Financial
New York
$205K +$202K +3,593 New
GWM
91
Greenline Wealth Management
Florida
$190K +$187K +3,320 New
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$150K +$10.4K +184 +8%
SFC
93
SYM Financial Corp
Indiana
$114K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$113K -$5.24K -93 -4%
PTC
95
Private Trust Company
Ohio
$103K
CAL
96
Capital Analysts LLC
Pennsylvania
$92K +$90.2K +1,602 New
RMP
97
Richards, Merrill & Peterson
Washington
$85.7K
AF
98
Allworth Financial
California
$82.8K +$76.4K +1,356 +1,474%
CPG
99
Cornerstone Planning Group
New Jersey
$73.3K +$282 +5 +0.4%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$57K +$55.7K +989 New